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How to integrate with Slack

Connect with Slack to receive client notifications

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

Our solution integrates with the most popular platforms used by financial advisers throughout the entire advice workflow.

Follow this step-by-step on how to integrate with Slack.

1. Access to Settings > Integrations

2. Click connect with Slack and you’ll be directed to a page where you need to enter the URL of your Slack workspace or create a new workspace.

3. Access your Slack account. 

4. Select the Slack channel you want our solution to post and click on authorise next. 

5. Your Slack integration is now complete! 

Check this article on how to manage your Integrations.

For more information, please visit our official website.

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